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Boston Beer
SAM

Overview Fund Activity

312 hedge funds and large institutions have $2.58B invested in Boston Beer in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 82 reducing their positions, and 52 closing their positions.

Holders
312
Holders Change
-10
Holders Change %
-3.11%
% of All Funds
5.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
107
Reduced
82
Closed
52
Calls
$132M
Puts
$196M
Net Calls
-$64.4M
Net Calls Change
+$34.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$392M
2
CCM
2
Candlestick Capital Management
Connecticut
$36.4M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$34M
4
SAM
4
Southernsun Asset Management
Tennessee
$27.3M
5
Millennium Management
5
Millennium Management
New York
$18.7M

Top Sellers

1
DCP
1
Durable Capital Partners
Maryland
$0
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$19.4M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Man Group
4
Man Group
United Kingdom
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWMG
276
Prestige Wealth Management Group
New Jersey
$5K 16 +11 +220%
AWM
277
Accel Wealth Management
Iowa
$4K 11 -13 -54%
QC
278
Quent Capital
New York
$4K 13 – –
JWM
279
Janiczek Wealth Management
Colorado
$3K 7 -21 -75%
LPWM
280
Lake Point Wealth Management
Texas
$3K 10 – –
AF
281
Advisornet Financial
Minnesota
$3K 10 – –
Bessemer Group
282
Bessemer Group
New Jersey
$3K 10 – –
NL
283
NVWM LLC
Pennsylvania
$3K 10 – –
AW
284
ACG Wealth
Georgia
$3K 9 +9 New
Bank of Montreal
285
Bank of Montreal
Ontario, Canada
$2.35K 6,888 +808 +13%
FPS
286
Fieldpoint Private Securities
Connecticut
$2K 5 -5 -50%
TFP
287
Tilia Fiduciary Partners
North Carolina
$2K 5 – –
STCOSD
288
Sageworth Trust Company of South Dakota
South Dakota
$2K 5 – –
AA
289
AlphaMark Advisors
Kentucky
$2K 7 – –
RDFA
290
Ritter Daniher Financial Advisory
Ohio
$2K 8 – –
EARNEST Partners
291
EARNEST Partners
Georgia
$2K 5 – –
TWA
292
TCI Wealth Advisors
Arizona
$2K 7 +2 +40%
CA
293
Clearstead Advisors
Ohio
$2K 5 +5 New
BIA
294
Bell Investment Advisors
California
$2K 7 +7 New
CAL
295
Capital Advisors Ltd
Ohio
$1K 2 -3 -60%
RA
296
Rise Advisors
New York
$1K 3 – –
ODG
297
O'Dell Group
Ohio
$1K 3 – –
GWS
298
Glassman Wealth Services
Virginia
$1K 2 – –
GI
299
Gradient Investments
Minnesota
$1K 2 – –
AP
300
Atwood & Palmer
Missouri
$1K 2 – –
10 11
12
13 14